Avalon Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Avalon Trust’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$155K	Buy	1,596 +596	+60%	+$59.5K	0.01%	171
2025 Q4	$96.3K	Hold	1,000	–	–	0.01%	206
2025 Q3	$96.5K	Hold	1,000	–	–	0.01%	236
2025 Q2	$92K	Hold	1,000	–	–	0.01%	203
2025 Q1	$85.1K	Sell	1,000 -1,000	-50%	-$89.2K	0.01%	199
2024 Q4	$177K	Hold	2,000	–	–	0.01%	132
2024 Q3	$176K	Hold	2,000	–	–	0.01%	128
2024 Q2	$162K	Sell	2,000 -300	-13%	-$24.4K	0.01%	136
2024 Q1	$193K	Hold	2,300	–	–	0.02%	134
2023 Q4	$179K	Hold	2,300	–	–	0.02%	130
2023 Q3	$159K	Hold	2,300	–	–	0.02%	127
2023 Q2	$168K	Sell	2,300 -400	-15%	-$27.8K	0.02%	133
2023 Q1	$189K	Buy	+2,700	New	+$191K	0.02%	121

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avalon Trust's IWR Position: Q1 2026 in Review

Avalon Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 60% in Q1 2026, buying an estimated $59.5K and bringing the position to 1,596 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #171.

Avalon Trust first reported a position in IWR in Q1 2023 and has held it in 13 quarters since. The position peaked at $193K in Q1 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Avalon Trust held 1,596 shares of iShares Russell Mid-Cap ETF worth $155K as of Q1 2026.
Avalon Trust bought 596 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $59.5K.
iShares Russell Mid-Cap ETF made up 0.01% of Avalon Trust's portfolio in Q1 2026, its #171 holding.
Avalon Trust first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's iShares Russell Mid-Cap ETF position peaked at $193K in Q1 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.